Reporting

General

• Download *NEW* Reports Here!
• The Reports Page
• Creating and Editing Basic Reports

Reports Manager

• Setting Report Permissions for Specific Tabs
• Importing and Exporting Reports
• Reports Manager Overview
• Create, Edit Reporting Tabs

Accounting Reports

• Line of Credit Report
• 1099 Vendors Report
• General Ledger Report
• Balance Sheet
• Accounts Payable Report
• Payments by Case Code Report

See all 7 articles

Specific Reports

• Time Entries Report
• Expenses Report
• Invoice Payment/Credit History
• Monthly Productivity Report
• Matter Dashboard Report
• Fee Receipt Report

See all 11 articles

Creating Custom Reports and Custom Stored Procedures

• 1 - Using SQL Stored Procedures to Create Custom Reports
• 2 - Custom Report Filter Conditions
• Closed Case Analysis - SimplePareto
• Payment Allocations
• WIP - AR - Trust Report